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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,225 | $183,539+22.2% | $155,556+44.1% | $145,897+53.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.15% | 61.31%-52.2pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,666 | $5,315-68.7% | $4,675-64.4% | $4,663-64.3% |
| Participant deferral / active EE | $3,333 | $6,467-48.5% | $5,631-40.8% | $6,689-50.2% |
| Admin fee / account holder | $4,466 | $19,275-76.8% | $15,885-71.9% | $13,390-66.6% |